Overview

We are a hybrid RIA/ Retail firm with over $1 billion in assets. We have acquired one small practice and merged with another, both here in Louisiana. We are primarily asset managers where we manage client assets for a fee.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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